Use Email ID by which you subscribe before. when you click on subscribtion it will read first Email id of google account(if more than one) and check, if subscription is there then no need to pay again, It directly restore the In app subscription setting.

How to Manage Customer Group Based Tier Price?Satish Mantri2018-09-24T09:39:08+00:00

– While visiting to customer executive can take order from customer by using Mobile application,
– If product is in stock then executive can take order.
– But if product is out of stock then executive unable to book order without admin permission.
– To allow executive to book order without stock, follow below steps from admin section –
– Click on product, which have to allow for backorders
– Select Inventory section
– Select status “allow” for backorders and click on Update button.
– Now, every executive can book orders and when stock available order can dispatch.

– When order created, the order status will in “Open” status.
– Once order uploaded to admin, it will automatically convert into “processing”.
– On order list, by clicking on sync icon, the order status will update as per exact order status from admin

How Can I Upload order to admin?Satish Mantri2018-09-24T09:24:45+00:00

– From left menu bar of Admin Select Location manager.
– Create, Zone, cities and localitis of customer.
– Assisgn localities to executive.
– So while executive download/refresh the customer list to visite, he will see only that customer which area assigned to executive.
– So like this Admin can assign area wise customers to every executive to visite.

How do I Manage Roles & Permission for my team?Satish Mantri2018-09-24T09:18:37+00:00

– You can set diffrent role for your team and also assign permission to access particular features or hide some data.
– You can manage diffrent role and permission from backend. So your team can access only that data which you assign in permission from mobile end.

– Youcan take orders from mobile using order form and upload to admin.
– if your mobile connected to internet then order will upload automatically to admin.
– If your device not connected to internet then order will save in mobile with open status, once you have connected to internet order will upload automatically to admin and status will change.
– User can view status of orders from order list.
– Order will edit till it upload to admin.Once it uploaded you can not edit it.
– You will get status of your order by clicking on ” sync symbol” on order list.
– You can share order with your customer.
– You can delete multiple order at once by long press on any order.
– you cam share multiple order with customer and boss in PDF format.

How do I add/download product and customer in application?Satish Mantri2018-09-24T08:44:17+00:00

– Download Distribution and Retail management app from playstore.
– When you open app, app ask for CS and CK key, which we will get from Admin section.
>> From left menubar of admin >> Select woocommerce setting >> Click on Addvanced section >>Rest API>>Add key >> Now add detail and click on Genarte API Key>> now enter this key in mobile and add store URL >> Click on OK.
– Login by user mail Id and password which provided by admin.
>>From left menu bar select users/create new user >> Provide details to executive to login from app.
– Now, app is ready to start using multiple users with different user roles and permissions from WP backend.

How to start using app in 15min.?Satish Mantri2018-09-24T08:39:37+00:00

You can restore your previous backup-a file from mobile as well as drive, if you have taken backup of application before.

Follow below steps:

>>Click on Restore option in backup and restore icon.
>> Then select drive or mobile where you have taken backup before.
>> If you are restoring data from drive then select file name(xyz.db) which data you have to restore.
>> If you are restoring data from mobile then select file from sales assist database folder.

Note: Once you restored data, then your current data will loss.So make sure to take backup of this file before restoring any other data for security purpose.

Please check attached video.

Restore Data from Mobile

Restore Data from Drive

How to start using Sales Assist app in 15 mins?Satish Mantri2018-09-18T06:45:14+00:00

After import CSV file or if we want to change the data in CSV file and then again import the file. what will happen the old file remain as it is or show double entry of new file or the new file take place of old file?Satish Mantri2018-09-17T12:25:50+00:00

Currently. No direct account change option is there in app. But you can follow below steps to change backup account.

– First Take backup of application in mobile and note down the file name.
– Now,uninstall and Re- install application from playstore.
– Restore your data from mobile as below:
>> Click on restore.
>> Select mobile(as previously you have taken backup in mobile device)
>> find out sales assist folder and click on SalesDatabase.
>> Click on last backeped database to restore your data.
>> Now, when you take backup in drive it will ask for account, So that time you can set your new account id for backup.

Note: Before uninstalling appplication, first check your backup succesfully taken in mobile by checking file name and then uninstall it app.

Whether you have other APPs for Manufacturing Units?Satish Mantri2018-09-18T12:16:46+00:00

We have other two APPs,
A. Distribution and retail management solution : https://play.google.com/store/apps/details?id=com.oscprofessionals.businessassist_gst
B. Distribution solution for Business and sales team : https://play.google.com/store/apps/details?id=com.oscprofessionals.sales_pos
The application is nice but I would like to know if you can create users as a store clerk etc and if it can work in different points and devices if it generates payment vouchers

The application is nice but I would like to know if you can create users as a store clerk etc and if it can work in different points and devices if it generates payment vouchers?Satish Mantri2018-09-18T12:17:17+00:00

2. Create Delivery memo of order manually from order form without using order.
– Select Inventory icon from dashboard >> Now, select delivery memo/goods inward form to create record of delivered goods and received goods.

How do I make an order as completed?Satish Mantri2018-09-20T05:31:19+00:00

– Currently this feature with completed status is not available in application, We have plan to release it in upcoming releases.

For now you can change order status as “Dispatch” from “Open” Status. It will help you to distinguish order.

You can change status from Order detail >>select ” Dispatch” status from right upper corner. Now your order staus will change. So from order listing you can filter orders as “open” and “Dispatch”.

When i am taking sales order then the orders which i sent to boss goes in pdf to whatsapp and other apps. So can i send that daily data to boss as an excel sheet also?Satish Mantri2018-09-17T11:47:35+00:00

– For printing orders,first have to Subscribe print feature(but you can check trail period)
– Now, Connect device with bluetooth printer.
– From order detail, click on “+”icon >> Share>>Select print option
– Application search for bluetooth printer device and connect.
– Now, when you click on print option the order detail will print.
– This feature is integrated with 2inch and 3inch printer, so easy to carry for executives.
-Order as well as report can be print using this feature.

How Do I Create new tax class and tax rate and use them in Orders?Satish Mantri2018-09-17T11:24:17+00:00

– From Dashboard select Utilities >> Manage Tax.
– Click on “+” icon on right upper corner to add new tax class and rate.
– Select tax class from dropdown or add new tax class.
– Now, add tax rate discription and its percentage value and click on submit.
– Now your tax is added and it will reflect on tax order form when you place order.
– You can add product based and order based tax.

How do I Add product image? Is app support multiple product image?Satish Mantri2018-09-17T11:23:08+00:00

Yes, You can add multiple image for single product and can use product detail as digital catlog.

Steps:

– On add product screen, In additional Attribute section, clcik on browse option.
– Select product image from gallary
– Now, when you click on add button, your product with image willl save.
– Then any time you can show you product image to your customers

How do I Attach Image to Transactions/Order?Satish Mantri2018-09-17T11:21:46+00:00

– After installing application when you open app, you will see dashboared screen.
– On dashboard, You will see Sales and Purchase icon.
– To create sales and purchase order, first add product and party name.

Sales Order :

– There are three separate sales order forms under Sales >> Order form.
– User can use any order form as per their business need.
– Select customer and add product on order form, Also user can add Tax, Discount, shipping, addotional charges and additional information, any image attachment and delivery date as per need in order and save it to create order.
– Record order as delivered.
– After order created, you can share it with customer/party in Text, PDF, Excel or can print order and provide receipt.
– If user want to create order but temprary its on hold,or in case of Estimation/quotation then user can use order draft feature by clicking on “+” icon on order form.
– This created order pending payment can be added in payment followup under account section.

Purchase Order :

– There are two purchase order form under purchase >> PO form.
– Also you can create PO from Sales order directly.
– User can create order and share message with supplier to purchase item.

Note: You can custemize order configuration from settings like show firm detail in order message, configuration, Currency, order message, PDF configuration, Inventory configuration.

Which features help me in Sales Activity ?Satish Mantri2018-09-18T06:27:11+00:00

You have to install application from playstore and you can start using it. No need to register and no trial period. Free application with complete sales activities as below.

– Add your products or or Bulk data by using CSV file.
– Add your Customers and Vendors/Suppliers manually or Bulk data by using CSV file.
– Now you can create Sales and Purchase Order by clicking on that icon.
– Share order as text, PDF and Excel to customer and vendor
– Share Multiple Order in PDF
– Edit, Copy and Delete Order, product, customer and vendor
– Manage inventory/stock
– Payment followup for reminder to receive payament from customer
– Import and export orders and share multiple order with your boss.
– keep bacup of your data for safe your yaor data
– Low stock, Backup and order delivery alert.notification on mobile
– Create Purchased order from sales order
– Custemize app as per your business needs from settings
– Helps with some other sales activities like Reports, Sales Visite plan, Commisssion and Broker.

What is use of Sort order in app?Satish Mantri2018-09-17T11:12:13+00:00

– Barcode help for fast order creation.
– For that first you have to associate/add barcode number with every product by scanning barcode number from scanner(mobile camera) by clicking on “Barcode Icon” on upper right corner.
– Now, on order form, on upper right corner there is option to scan product, After scanning product will be automatically added in order.

What is default UOM and other UOM?Satish Mantri2018-09-17T11:04:41+00:00

– You can easily transfer your data from one phone to another by using “Backup and Restore”.
– Install sales assist application in new mobile.
– Take backup of application in old phone or drive.
– Restore that “.DB” file means backup in new application.
– Now, your application is ready to use with same order, product and customer data and no need to re-enter it.

– No, Sales Assist is free and offline application. So data is stored in sqlite databse in your mobile.
But we have another application “Business Assist -Distribution and Retail Management” which use wordpress backend .

You can download from below link:
https://play.google.com/store/apps/details?id=com.oscprofessionals.sales_pos

If any other language not assign to product then this message will display.
User can set other language for product from
Utilities >> Language >> ADD
Or
User can import csv file as per given in sample file format from import export.

Beat plan gives your sales/marketing personnel facility to plan your Visits (Say for Sales Order collection, Visual Merchandising, Payment Collection etc) on per Day basis. A Beat Plan defines whom to visit, when to visit, based on Zones and Locality. Just Define the Zone, Define the localities in each Zone and Specify the Locality When entering your Customer. It’s that simple.

– Enter Beat Name and select beat visit date on which date user want to visit.
– Now select zone(If zone not found then first add zone name from “Add Zone”).
– Now select locality of customer( If not found then first create locality from “Add Locality” and This locality must be Assign to Customers from “ Customer >> Add Customer form >> Fill field Locality”).
– Locality must be assign to that particular customer and must be assign to particular zone then only customer list show in that locality and zone.
-Now select your customers from list and click on “ADD”
-User can also specify the day for which the new Beat is. Hence you can create Beat plan for future Dates too.

Commission is very useful and important feature for brokers, customers and vendors.

– by clicking on Add commission user will see the list of products.
– If you have to add commission for particular product, then click on arrow of that products, then select commission type ” fixed” or “percentage” from dropdown.
– Enter value of commission and update it and from there only user can delete commission type and value for product by clicking on delete button.
– you can select ” +” icon from toolbar to add commission to the products on which commission is not defined so you have to follow steps:
search Product Name from drop-down arrow >> select Commission Type from drop-down arrow >> enter value >> click on add button below.
– user can use multiple delete ( long press on any product will open checkbox, select check-box which we have to delete and click on delete option) to delete single or multiple products.

– By clicking on commission list, as mentioned on previous products option as “Add product commission”added commission for product is calculated automatically for every order we had placed.
– By clicking on order arrow, the detail of commission is opened.
– coming back to manage commission, user can use date filter as per requirement by clicking on drop-down.
– there is one total commission field to right side of date filter which shows the total commission of all orders which can’t be edited.

The printing feature is compatible with 58mm paper size of Bluetooth printer
– It is currently available with English language only
– Work on printing the reports and multiple orders at a time is under development and will be available in future release. To avail these feature you do not need to subscribe again.

Do I need to subscribe to have the full features of the app? If so, how much does it cost?Satish Mantri2018-06-22T08:34:39+00:00

There are two ways to achieve your objective.
1. In our sales assist app, There is Google sheet integration which will allow your team to share real time order. you can use import/export of order via “csv” file through mobile and drive. Please note that. to differentiate orders make sure each team member has a separate drive order series assign.User can import/export Product/customer by ” CSV”

2. We have another app : Business assist which will use woocommerce/wordpresss as backend and you can work with your team using that.

Check out this app :
http://www.oscprofessionals.com/mobile-application/business-assist-pos-n-salesteam-solutions/

For Detail Contact us, Or check our help Guide and Video’s.

How many days, I can use this app?Satish Mantri2018-06-21T13:30:35+00:00

-Currently no direct access is possible, however we have some feature which will help you.

Ex:
a. In our sales assist app, we have Google sheet integration which will allow your team to share real time order.
b.You can import/export – Product/customer by ” CSV” file.
c.You can use import/export of order by”csv”. Please note that to differentiate orders of different executives make sure each team member has a separate order series assigned.

How do I import files from spreadsheet to your app? I’ve tried it several times, following your instructions, but it doesn’t seem to work. Wondering if there’s something wrong with how I translate it?Satish Mantri2018-07-10T11:53:27+00:00

In this version we have managed product import using spreadsheet which can be imported from Google drive. To do so you need to set spreadsheet id. Please follow below steps:

1. Go to setting >> select product spreadsheet configuration
2. Click on Get ID and select Product Sheet which you have to import.
3. Now ID will Automatically Set.
4. Now Select “import product from drive”, then Product from selected spreadsheet will import.
5. But make sure Column name should be in proper format as given in sample file.
Please find sample Help document in application.

Exported product file or any other file in CSV format in mobile or drive from the app does not get imported, it gets open when we select the exported file to import?Satish Mantri2018-07-10T11:54:22+00:00

1.Application only import file which have “.csv” extension and not in excel or other formats.
2. Make sure file name, which you have to import, do not contain any space.
3. We provide sample CSV sheets. Keep the same format, don’t change any columns and header, just add your products detail and import it.

How to share multiple order or CSV files at a time?Satish Mantri2018-07-10T11:55:31+00:00

– Currently our team is working on this feature improvemeent(so for now no use).
There can be two types of product: Simple and Configurable.
Simple products have no variations. Configurable products are those products which have different variations.

EX: Polo shirt. This is one product but it comes in different sizes (S, M, L, XL) and different colors (White, Blue, Black, Yellow)
Product type is used to distinguish between these products.

What does UOM means and what is its role and use of it?What is default UOM and other UOM?Satish Mantri2018-07-10T08:35:35+00:00

You can use differenct prices for different customers By using Tier price. It is usefull when we have product which sale in different price for differenct group of customer like wholesalar, distributor or General.

2. You can set special price, Customer Group price and Tier price for product based on customer group and QTY.
3. Also assign customer groups to customers.
4. On order form, whatever price you assigned to product (depending on customer group and qty ) will reflect.

-Alias – This is useful for assigning product name in other language. It will be denoted as alias product name. If your vendor does not know the language in which product name is set then while sharing the purchase order to vendor you can use Alias product name.

Ex: Product name -Rice
Alias – चावल

What does Product Alias and Special price column mean, what is their role and for what purpose they are used?Satish Mantri2018-07-10T09:24:27+00:00

>>On product page screen, select Tax Status as “Taxable” and class which you want to apply.
>>Now on tax order form, when you select product with taxable status will get option as “Add Tax”in green color.
>>Click “Add Tax” and select which tax you have to apply .
>>Now, Tax will be applied to product and you can see total tax applied below sub total.

Note: At the Same time, product based and order based tax can’t be applied.

If you have to apply order based tax then first remove product based tax, by unchecking check box.
Then select order based tax after all product added as shown on screen.

How Can I Add Firm logo, product description, barcode, product code signature in pdf for sales order and purchase order?Satish Mantri2018-06-19T08:25:29+00:00

-User has to “ON” the configuration for product description, barcode, product code and Signature from settings.
Select Settings from dashboard >>PDF Configuration>> On configuration as per requirement.

Now if user added any information will reflect on PDF and Excel.

For Adding firm logo and signature click on Firm Details >> on pop up right upper corner select image of logo and signature >> Now it will diplay on PDF when created .

How I Can add Additional order information?Satish Mantri2018-09-10T11:54:12+00:00

-If user has to add any other additinal information of order then follow below steps:

>> Go to tax order form
>> After selecting product click on “add button” from middle
>> some fields will open
>> now select order additional information from dropdown or if in dropdown not available then can click on add new addional information.
>> add Additinal information label as per your requirment and add additinal information value.
>> click on Submit
>> Now this added information will add in order information.
EX. Transportation Detail, warrenty terms.

How I Can add Additional charges?Satish Mantri2018-09-10T11:53:31+00:00

If user has to add any other additinal charges then follow the below steps:

>> Go to tax order form
>> After selecting product click on “add button” from middle
>> some fields will open
>> now select additional charges from dropdown or if in dropdown not available then can click on add new charges
>> add Additinal charges label as per your requirment and add additinal charges amount
>> click on Submit
>> Now this added Charges will get added in order total amount and calculate grand order total Amount.

EX. Lobour charges, packaging charges

The sales order that is shared with my boss in PDF via whatsapp and other apps.can it be shared via excel sheet ?Satish Mantri2018-09-10T11:58:37+00:00

1.There is order form without rates ( configuration ) populated, so that you can sell at price you want to.
2.You can Edit Price manually while creating order.
3. Also you can save price/ rate of product as default price, special price, tier price, so while placing order it will prepopulate on order form.

Yes, you can add you signature and firm logo, Please follow below steps:

1.Take Picture of your signature from your mobile camera.
2. Now in sales assist >> settings >> firm detail >> click on image icon on upper side>> click on signature(browse your signature image)
3. Make sure Signature configuration for PDF should be “ON” from settings(PDF Configuration).
4. Now when you will create Order PDf and share it, It will have that signature will be printed (no need to write signature every time).

how to use products other language ?Satish Mantri2018-09-11T10:49:30+00:00

– Multi language configuration is helpful for people, who are facing language problem.
– By clicking on language, it will open the list of products with column name “defined” where you can see your product name in other language(user defined language).
-By clicking on product name arrow, select language in which you have to define the word.
– Then define the word in that language using required lanaguage keyboard and add it.
– Now coming back on products(language) page, From upper left side(Drawer icon) user can choose required language in which product is defined.
– In product list, user can search and add product from toolbar.
– On right side below toolbar, there are two icon using 1st icon user can sort list and using 2nd icon user can filter, as per requirement.

This will be helpful in purchase order while placing orders.

On purchase order :
This will helpful in, purchase order page user can choose required language for placing order by selecting menu icon on upper right corner of toolbar.

what is difference between primary and secondary language ?Satish Mantri2018-09-11T10:48:48+00:00

– first select category from drop-down arrow, if you have to define new category then select add new category, from there itself so that category field will open in add product page.( this added new category will saved in your category list. You can Update and delete this new category whenever you want.
– Generate code -by clicking on Radio Button it will automatically create product code according to product name or user can manually fill product code.
– Here bar-code scanner on upper right corner helps to add product by scanning bar-code number through mobile camera.
– Alias is useful your for defining product name in other language which is understood by user.
– Sort order is useful for defining product list according to our priority Product. For using this feature first we have to enable “show product by sort order ” from setting config.

– Net package weight and volume is useful for shipping of goods.
– UOM/ units : User can select unit from list and if unit not present in list then user can define it from manage UOM.( Open drawer >> select manage UOM>> click on add icon on upper right corner >> enter your unit and save.)
– if user want reminder notification to purchase product before all product sold and to avoid shortage of product then that time user can define ” Minimum stock qty” so application will notify by sending notification on mobile, when the stock is below than defined qty.

– It shows the products list which we have added.
– we can add new product from this page also and search product by name from toolbar
– Import helps to add bulk product list directly through csv.( for detail go to import/ export help guide )
– Export helps to exporting product list from Application to drive or mobile application.( which is easy to share and also help to add products, then again you can import it.)
– By clicking on product name you will be able to see the product detail, which you can update if you want.

– If user wants to delete multiple orders at a time, then long press on any order (as we do on android mobile) then check-box will open ,checkmark the orders which you have to delete and click on delete button.
– User can Edit order by swipping to right side and delete order by swiping to left side respectively.

– As name shows it helps to manage stock of all products.
– If user manually wants to make changes in product stock then by clicking on ‘+’ and ‘-‘ signs or by giving direct input in box field, qty will be updated in box field and then finally click on ‘update inventory’ button.
– When user purchase any product it get automatically added into stock if enable from Inventory configuration(setting >>Inventory configuration>>Manage Inventory>>Add stock on purchase order).

– When user Sale any product it get automatically deduct from stock if enable from configuration.
– User can import and export bulk data of inventory through csv.( read our import/export document).

– This feature is very useful and important for tracking stock IN/OUT of a Particular Product, selected by user and also for all products.
– Here user can use date filter to see particular product data or all product data for particular date or span of days.

– This helps to add, edit, delete category from list.
– User can add and search Category of products from toolbar.
– When user delete the category it ask for confirmation.
– If user wants to delete category with products then click on delete.
– If user wants to delete only category and not products currently present in that category then user can move that products into another category.
– To move products in another category select category in which you want to move the products.

How to manage Stock in / Stock outSatish Mantri2018-09-11T08:41:27+00:00

If user want to update stock of available products without creating order , Then user can increase stock by going on Stock In Page.
– Select product name, quantity, unit and click on save.
– Now stock will update and user can see this stock movement in Inventory movement.

Stock out

If user want to update stock of sold products without creating order , Then user can decrease stock by going on Stock Out page respectively.
– Select product name, quantity, unit and click on save.
– Now stock will update and user can see this stock movement in Inventory movement.

How do I add firm detail share in order message ?Satish Mantri2018-09-11T09:25:52+00:00

– show product default rate : when it is enable it will show rate saved for product on standard order form. Which will reflect in message while share. But if user not want to show price then user can disable it.

– If user wants to list of product category wise in forms then user can enable from configuration and otherwise user can disable it.

– show product by sort order will help user to get list of product according to sorting number of product. Otherwise user can disable it, and product list will show according to alphabetical order.

– by enabling show uom by sort order, User can mange uom list according to sorting number set for it,

– By enabling manage inventory stock detail movement of stock will be enable.
– by enabling add stock on purchase order stock will automatically increase when user will place purchase order.
-By enabling “stock deduct on order create stock will automatically deduct on sale order.
– By enabling allow pre-order User can place order even if the the product is out of stock.

How do I delete sample data from application ?Satish Mantri2018-09-11T09:20:49+00:00

– Backup:
By clicking on the Backup all the data of the application will store on the google drive , It will help user to keep data secure in case of data loss and setting a system .

– By clicking on Backup, for first time it will ask for google account. Once it selected from next time your backup will save in that selected account on drive with extension “. Db” File
Ex : “Sale assist096217.Db “.

– Restore :

By clicking on restore option user can copy files from a backup to the original place .User can restore data only when the backup has been taken.

– By clicking on Restore, User will redirect to google drive where user can see previously taken backup means “. Db” files.
– By clicking on ” .Db” file and clicking on select button at footer user can restore data.

Beat plan gives your sales/marketing personnel facility to plan your Visits (Say for Sales Order collection, Visual Merchandising, Payment Collection etc) on per Day basis. A Beat Plan defines whom to visit, when to visit, based on Zones and Locality. Just Define the Zone, Define the localities in each Zone and Specify the Locality When entering your Customer. It’s that simple.

Add Customer.

– Its mandatory to Fill field locality (as defined in Beat ) if user want use Beat plan feature.

Manage Zone List

Add Zone (city, area, or state) where your customers located and divide localities into different zone from “Manage locality”.

– User can Add, Edit, Delete zone later from this list.

Manage Locality list:

Same locality which you entered for customer while adding customer, add in “localility list ” in beat and assign this locality to particular zone and make list of locality.

Create New Beat

Here in this screen user can do plan for visit places or store.

– Enter Beat Name and select beat visit date on which date user want to visit.
– Now select zone(If zone not found then first add zone name from “Add Zone”).
– Now select locality of customer( If not found then first create locality from “Add Locality” and This locality must be Assign to Customers from “ Customer >> Add Customer form >> Fill field Locality”).
– Locality must be assign to that particular customer and must be assign to particular zone then only customer list show in that locality and zone.
-Now select your customers from list and click on “ADD”
-User can also specify the day for which the new Beat is. Hence you can create Beat plan for future Dates too.

Beat List

Here user can view list of added beat plan and manage it.

-User can edit, delete created beat from list.
-User Can view Detail by clicking on row.
-User Can add new beat from this screen.

How to check Purchase Order Report ?Satish Mantri2018-09-11T10:38:27+00:00

– It shows Last 30 days sales and purchase order placed report in graphical manner which is easy to understand.
– On graph horizontal line is showing last 30 days date and vertical line shows order placed.
– With colorful line it shows on which date how many order placed by user.

– By selecting product from drop-down, it shows the report of that particular product.
– If user want to see the all product report then select “all product” from dropdown.
– using date filter you can see product report for today, yesterday etc. and using custom date in date filter you can see product report, From date – To date.

– By selecting customer from drop-down, it shows the report of that particular customer.
– If user want to see the all customers report then select all customers from drop-down.
-using date filter you can see customer report for today, yesterday etc. and using custom date in date filter you can see customer report from date – to date.

– It shows the report of product which is low in stock.
– For this first we have to add detail of stock and low stock in add product page.
– user can add new product by clicking on ‘+’ icon from upper left corner of toolbar .
– User can search product by name and view detail of product by clicking on product arrow.

– It shows Last 30 days sales and purchase order placed report in graphical manner which is easy to understand.
– On graph horizontal line is showing last 30 days date and vertical line shows order placed.
– With colorful line it shows on which date how many order placed by user.

How do I import exported order ?Satish Mantri2018-09-11T08:21:11+00:00

1.Sales executive has to set alpha numeric value (series and numbers) from order setting
Note: This value will help higher authority to identify the sales executive who has placed the order. The series part from this value will be unique for each executive.

Follow below steps to configure:

>> Go to Settings
>> Sales order id configuration.
>> Set order series and Number

2. Now when you will place order, the Order Id will be displayed which will consist of Series and Number.

Example: If a sales executive sets ‘Series’ = ABC and ‘Number’ = 100
Then the ORDER ID will be ABC100. This series value will be same for every order that a particular sales executive will place, only the number part will change for each order.

3. Now, if sales executives want to share order then they have to export choose type as “Export order with user defined columns.”

A simplified interface where sales executive can enter payments due and make call as per dates set. Also can delete these payment followup entries once received.

Steps to be followed:

-Select “+” icon from upper right corner of screen.
-Add detail as customer name, select date by clicking on calender icon and enter amount whatever user has to take and click on save button.
– This Amount will be saved in Payment Follow-up List which can be edited and deleted by swipe in right and left respectively.
– By clicking long press in any row will open check-box so user can delete multiple row at a time.

How Can I change Application in Other/My Langauge?Satish Mantri2018-08-06T11:43:10+00:00

– User can add new vendor from “Add vendor” page.
– User can see all vendors in vendor list, where user can see detail by clicking on vendor name.
– From vendor detail page user can call to vendor.( if and only if user has saved contact number in add vendor page)
– By long press on vendor list row, checkbox will open, so user can select and delete multiple vendor at a time.
– By clicking on edit or delete icon, user can edit or delete vendor.

A sales executive can install this on his buyers mobile and train them to create purchase order and send message. Also a sales executive can use for his own procurement related to business activity.

– Select language of Product by clicking on icon of upper right corner of screen.
– User can select category of product by clicking on select category option.
– User can select vendor name from drop-down or can add new vendor.
– Fill the detail of new vendor and click on add button, User can select the newly added vendor from “select vendor” drop-down list.
– User can change unit of product(kg, Pcs. Lit) and quantity of Product by clicking on “ +” sign.
– By clicking on Preview user can check the detail of order before sharing through social media.

– In Purchase orders list user can see all the list orders which user had placed .
– User can search vendor name from toolbar search icon.
– User can directly switch from order list to order form page by tapping on ” +” button from toolbar.
– In order list, user can view the order detail and copy order

– After clicking on detail icon, user can view, edit, share, copy and delete the order.
– By clicking on Copy icon- User can Easily refer to previous orders which helps in generating new order.
– If user wants to delete multiple orders at a time, then long press on any order then check-box will open, check-mark the orders which you have to delete and click on delete button.
– Orders in list can be edited and deleted by swipe in right and left respectively.

Commission is very useful and important feature for brokers, customers and vendors.

a. How to use Add Product commission :

– by clicking on Add commission user will see the list of products.
– If you have to add commission for particular product, then click on arrow of that products, then select commission type ” fixed” or “percentage” from dropdown.
– Enter value of commission and update it and from there only user can delete commission type and value for product by clicking on delete button.
– you can select ” +” icon from toolbar to add commission to the products on which commission is not defined so you have to follow steps:
search Product Name from drop-down arrow >> select Commission Type from drop-down arrow >> enter value >> click on add button below.
– user can use multiple delete ( long press on any product will open checkbox, select check-box which we have to delete and click on delete option) to delete single or multiple products.

b. How to use Commission List :

– By clicking on commission list, as mentioned on previous products option as “Add product commission”added commission for product is calculated automatically for every order we had placed.
– By clicking on order arrow, the detail of commission is opened and
the total commission as per our product commission set, is calculated.
– There is also one field ” commission add manually” which helps to set commission as per user requirement.
– now coming back to manage commission, user can use date filter as per requirement by clicking on drop-down.
– there is one total commission field to right side of date filter which shows the total commission of all orders which can’t be edited.

How to create order from standard order form ?Satish Mantri2018-09-11T08:27:24+00:00

– Here in this page user has to select the customer name from the drop – down. – – Add product with quantity.
– User can add product scanning bar-code.
– User can search particular product directly in the search block .
– Here “preview” will show the products which you have added with total amount , weight with customer detail before sharing it with customer.
– If user want to recreate order by discarding current changes of order form then user can use “reset” button on footer.
– By clicking on “save”, user can place order and share with customer by going on orders page as text or pdf.
– Here bar-code scanner on upper right corner helps to add product by scanning barcode number through mobile camera.

How to create order from tax order form ?Satish Mantri2018-09-11T08:28:25+00:00

– If user want to use tax, shipping and discount in additional with order, that time user can use tax order form.

– Same as standard order form select customer and add products.
– User can add product using barcode from upper right corner .

Select tax :

– By clicking on“Select tax” field, select the Tax value from dropdown.
– If you want new Tax value then click on Add new tax
– Then fill Tax value and click on Submit.

Select Shipping :

By Clicking on Shipping value, drop-down will open, select one of following.

– Free Shipping
– Enter shipping value: single blank field will open and user can fill the detail of shipping.

Discount : User can add discount for order( if any).

– Here “preview” will show the detail of order before share with customer like products which you have added and total amount , quantity and weight, shipping value and tax rate, and customer detail.
– If user want to re- create order by discarding current changes of order form then user can use “reset” button.
– By clicking on “save” user can place order and share with customer
– Here preview will show the Tax which you have added with total amount, shipping value, tax rate, quantity and weight.

How to create order from Inventory order Form ?Satish Mantri2018-09-11T08:30:11+00:00

Here user can update inventory and use that as a reference while taking sales order. Order form with inventory is where user can order the product as well as maintain stock.

– Select Customer Name from drop-down.
– User can search particular product directly in the search block.
– By clicking on “ +” or “-” user can select quantity of product from product list.
– By Clicking on preview, user can check order details like Total amount, weight, and quantity before sharing with the seller.
– By clicking on Save button user can share the order with your seller through social media.

Note : For managing stock on sales order, Go to (setting >>Inventory configuration>>Manage Inventory) and enable the setting to ON

– In orders user can see all the list orders which user had placed .
– User can search, filter( by status and by date) according to requirement from toolbar drawer menu.
– User can directly switch from order list to order form page by tapping on ” +” button from toolbar.

– In order list, user can view the order detail and copy order
By clicking on order detail icon full details of order is visible to the user.
– After clicking on detail icon, user can view, edit, share, copy and delete the order. By clicking on Copy icon- User can Easily refer to previous orders which helps in generating new order.

– If user wants to delete multiple orders at a time, then use long press on any order then check-box will open, check-mark the orders which you have to delete and click on delete button
– From toolbar drawer, user can record order it as “dispatch” while transporting the order. Which is useful in order list to sort according to open/dispatch.
– Orders can be edited and deleted by swipe in right and left respectively.

– Select customer name whose order history you want.
– Select date filter and click on search button.
– By selecting customer name, order history of that particular customer will display in screen.
– User can select the order which has to place again by clicking on checkbox.
– Here preview will show the products detail, total amount, quantity and weight before sharing with seller.
– By clicking on share message option user can share the order through social media.

how to check previous price history ?Satish Mantri2018-09-11T10:23:27+00:00

In Price history, rates charged on previous deals with product name,date and rate are saved and can be used as reference to quote.

– Add the detail like Customer Name and Product Name from drop-down menu.
– Select date by clicking on calender icon.
– Enter price and select unit from drop-down or user can enter new unit name.
– By Clicking on SAVE button one toast message will display.
– This added rate can be viewed by User for future purpose by going on search rate page.

Draft is useful for saving order temporary in draft before placing orders.

-Which reduce our time to re-create order from standard order or from order form inventory, but suddenly when you click on back button before saving the order then application ask for ” save as draft”.
-After clicking on “yes” it will be saved in Draft list which you can place later.
(It also save our time to place total order again).

– You can add customers manually or can be added from the phone book by clicking on the phone book icon, given in toolbar.
– user can save billing and shipping details which helps while dispatching orders.
– Additional attribute is very important feature. If user want to add some another details of customer which is not defined in application then user can add it by going in Attribute list page and then coming back to add customer page and by clicking on additional attributes(field) user can view the added attributes(field) and fill the value in added attributes.

How to add attribute for customer ?Satish Mantri2018-09-11T08:43:34+00:00

If user wants to save the bank details, tax information, landmark or addidtional address information etc. or other information as user wish which is not provided in system defined application then user can use this feature.

Steps to be followed:
-By clicking on add button from toolbar user can add his required fields with sort order.
– user can edit and delete this added attribute(field)
– After adding attribute in list, it will show in “add customer form” where user can fill the value for that particular customer.

– User can add, edit and delete customer from here.
– User can search and filter customers from upper right corner on toolbar.
– User can import and export bulk data of Customers through csv.( read our impot/export document).
– By clicking on customer name user can view details of customer and from there only user can call the customer by clicking on calling icon.
-If user wants to delete multiple customers at a time, then use long press on any row, then checkbox will open and user can select and click on delete button.

Is there a way for applying VAT on Cart Page?Satish Mantri2018-05-02T10:20:28+00:00

1. Import products via CSV file the format should be like from first row Column A to Column N are used for heading. Heading will be Category, Product Name, Net Weight, Sort Order Status,Rate, Alias, Code, Net. Volume,Default UOM,Other UOM, Cost Price,Special Price,Product Type.

2. Please use the same sequence which we have mentioned above OR Under products click on Click Here To See Sample File.
Another easiest way to check CSV file is export the product sheet and as per your requirement you can update product information.

3. Don’t Change sequence of Column Name, if you have changed then it will show error message.

8. By clicking on Export one popup will get display as Choose Type:
1. Export To Drive
2.Export To Mobile
If user select option as “Export To Drive” then CSV file will create in Google drive. and if user select option as “Export To Mobile” then CSV file will create in mobile storage(Exported csv file will be saved in Mobile >> Internal storage >> Sales Assist >> Product CSV> > .

9.What is Default Unit Of Measurement ? Its a default Unit(like Kg,gm,ltr,pcs etc) which we are using for product.

10 What is Other Unit Of Measurement(UOM) ?
If product Unit is different than default units then user can enter Other unit of measurement and that unit will get display.
11.
Category : Under this user can insert name of category which your product name belongs.
Product Name: Enter your product Name.
Net Weight:Enter actual weight of product.
Sort Order: To sort order sequence as per requirement.
Rate: Enter actual rate for particular product. “\n”
Alias: Enter the sub name of product.
Code: Enter unique code for each product. It will be useful while searching.
Volume: Enter actual Volume of product.
Default UOM: Enter default unit which is required for product.
Other UOM: User can enter other units as per their requirement.
Cost Price: User can enter Cost Price of Product.
Special Price: Please enter special price for particular product.
Product Type: Please mention product type. Eg. Simple, Configurable.

Note: The csv file which have to import should not have Space, Otherwise it will show error.

Ex: Should be like – SalesAssistProduct.csv and not like Sales Assist Product. Csv

How To Import Product From DriveSatish Mantri2018-05-09T06:57:43+00:00

>>User can manually enter the Id of spreadsheet which user have to import (Copy Selected id from URL as shown in Screenshot)

>then paste in desired field
>> click on ok.

Note: While user type spreadsheet Id manually, that time Google Account of that particular Spreadsheet should be Selected/Login with application. Then only it will work otherwise product will not import.

2. Once Spreadsheet Id is Set then Products of spreadsheet will be automatically imported from drive.

Then Go to Import/Export :

>>Import/ Export

>> Product Import

>> Select Import product from Drive(for first time user has to select google account)

>> Select Spreadsheet and click on select.

3.Now product will be imported from drive successfully.

4. Also user can share product CSV with other sales executive or team member or customer on their mail Id.
So that other user also can import product in their sales assist application

1.Import Inventory sheet via CSV file the format should be like from first row Column A to column D are used for heading. Heading will be Product Name, Product Code and Qty , Low Stock

2.Please use same sequence which we have mentioned in point number 1.
(I application Under Inventory click on Click Here To See Sample File or refer sample file from sample file section on our website). Another easiest way to check CSV file is export the Inventory sheet and as per your requirement you can update information.

Go to Dashboard>>Import/Export>>Orders>>Export
On clicking Export one pop up will display [Choose Type]

1. Export to drive .
2. Export to mobile.
3. Export Order with product in mobile
4. Export Order with product in drive
5. Export with user define columns
Note: Order can be exported in multiple template, so as per requirement user can select.

Choose appropriate place to save the file .
Export to drive [ File will be saved in excel sheet to Google drive]
Export to mobile [ File will be saved in CSV file to internal device >> Sales Assist Folder>>Order ].

This is very useful feature for business owners and sales executives to maintain and transfer daily orders among team , higher authority and owner.

There are two roles in import and export order.
– Sales executive will export daily order and provide to higher authority
– Now higher authority will import this orders provided by executive in application to see order details.

Sales Executive

1.Sales executive has to set alpha numeric value (series and numbers) from order setting
Note: This value will help higher authority to identify the sales executive who has placed the order. The series part from this value will be unique for each executive.

Follow below steps to configure:

>> Go to Settings
>> Sales order id configuration.
>> Set order series and Number

2. Now when you will place order, the Order Id will be displayed which will consist of Series and Number.

Example: If a sales executive sets ‘Series’ = ABC and ‘Number’ = 100
Then the ORDER ID will be ABC100. This series value will be same for every order that a particular sales executive will place, only the number part will change for each order.

3. Now, if sales executives want to share order then they have to export choose type as “Export order with user defined columns.”

Owner can provide unique series to each executive, it will help him to distinguish “How many daily orders were taken by each sales executive”. So this feature will be helpful to track the order and associated sales excutive

Note: User can import that file only, which is exported in export type “Export order with user define column” sheet format.

How to Import/ Export Customer Group Tier price?Satish Mantri2018-06-22T08:30:20+00:00

1. What is Commission Product?.
It is product based Commission in which you have to provid Commission value and type For each product.

2. Import Product Name via CSV file the format should be from first row “Column A to Column E” are used as heading.Heading contain Product Code, Product Name, Commission Value, Commission Type, Status.

3.Product Name: Enter product name for which you want commission on that.

4.Product Code: Enter product code for which you want commission on that.

5.Commission Value: Enter Commission value for product

6.Commission Type: Enter Commission Type Fixed/Percent for Product.

7.Status: Enter Status for Commission as 0/1.

3.Please use same sequence which we have mentioned in point number 2. “OR” Under COMMISSION click on “Click Here To See Sample File”

4. Another easiest way to check CSV file is export the Commission sheet and as per your requirement you can update information.

7. By clicking on Export one popup will get display as Choose Type:
1.Export To Drive
2.Export To Mobile
If user select option as “Export To Drive” then CSV file will create in Google drive. and if user select option as “Export To Mobile” then CSV file will create in mobile storage.
8.You can view this added Customer Additional Field while adding customer.”

1.Import Product Additional Attributes via CSV file the format should be from first row “Column A to Column D” are used as heading. Heading contain Product Code,Attribute Key, Attribute Value and Attribute key Group.

2.Please use same sequence which we have mentioned in point number 1. “OR” Under PRODUCT ADDITIONAL ATTRIBUTES click on “Click Here To See Sample File”
Another easiest way to check CSV file is export the ProductAdditionalAttributes Namesheet and as per your requirement you can update information.

11.By clicking on Export one popup will get display as Choose Type:
1.Export To Drive
2.Export To Mobile
If user select option as “Export To Drive” then CSV file will create in Google drive. and if user select option as “Export To Mobile” then CSV file will create in mobile storage.

Take a new excel file refer the sample file to create the CSV in import/export under products .

CSV file format should be from first row,Column A to Column H.

Heading should be Category, Product Name, Net Weight, Sort Order, Status, Rate, Alias, Code, Net Volume, Default UOM, Other UOM as we have provided in the sample file under products in import/export .{ Please do not change the sequence of the column name.}

After creating file choose Save As option from the file menu .Give the title to the file without space .

Select Save as type option to CSV [Comma delimited] [ .csv ] .

Check mark the Edit filter option below the Save as type and save the file .

After that one pop up will display click on [ keep current format] .

Again another pop up will display Export text file .

Select character set to Unicode [ UTF-8 ] and click on OK to save the file in CSV format .